How to Delete Payment from Deposit in QuickBooks?

by James Antonio

QuickBooks has appeared to be one of the best software solutions to store data and help businesses use it in the most productive way. While it records the transactions that occur along with the invoices created from time to time as well as the payment information saved in the deposit section of QuickBooks.

Deposit Information in QuickBooks

The deposit information stored in QuickBooks is crucial, especially when businesses receive payments into the Undeposited Funds account. In such a scenario, you can group payments based on specific criteria and deposit them as a single record in the respective accounts.

Why Delete Payment from Deposit in QuickBooks?

You might be thinking why there’s a need to delete payment from deposit in QuickBooks when it keeps the data so organized. Well, there are times when you create a sales receipt but when you check or review the information, you realize that the data you entered is incorrect.

This is the time when you will require deleting the payment from the deposit in QuickBooks.

Methods to Delete Payment from Deposit in QuickBooks

Method 1: Using Chart of Accounts

  1. Click on Lists option from the menu bar
  2. Choose Chart of Accounts
  3. Double-click the required account
  4. Then, double-click the deposit
  5. Select the deposit you want to delete
  6. Click the Edit tab from the menu
  7. Choose Delete Line
  8. Select Delete Deposit to remove the entire deposit

Method 2: Using Record Deposits

  1. On the QuickBooks homepage, select Record Deposits
  2. The Make Deposit window gets loaded
  3. Choose Cancel if Payments to Deposit opens
  4. Choose the Previous icon and navigate through the deposits to locate the required one
  5. Select the payment you wish to delete
  6. Click on Edit
  7. Choose Delete Line
  8. Select OK or Yes and confirm the removal of the payment
  9. Click Save & Close
  10. Close the Make deposit window

The Delete Deposit option is not there when I am Deleting Payment from a Deposit in QuickBooks using Chart of Accounts. Why so?

The Delete Deposit option will be available on the Edit toolbar only if the deposit is selected within the register. As an alternative, you can use the Delete Line option but that too only when there are multiple payments in one deposit.

Why Deleting Payment from Deposit in QuickBooks is required?

When you create a sales receipt and check or review the information, you might realize that the data you entered is incorrect. This is when you require deleting the payment from the deposit in QuickBooks.

What happens when a Deposit is Deleted in QuickBooks?

The payment gets reverted to being available for deposit again.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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